Distribution Announcement

January 05, 2005

A portion of the full-year 2004 income distribution will be characterized for tax purposes as a Return of Capital (ROC) rather than ordinary income. The ROC characterization is purely an accounting issue: it has no effect on total investment return or net asset value and is not considered a taxable event.

What are the tax consequences of a Return of Capital distribution?

Tax-Deferred Accounts:

Taxable Accounts:

For long-term shareholders, the practical effect of ROC is tax deferral. The ROC characterization reduces or eliminates current-year income tax liability, exchanging it for a future tax liability at capital gains rates once the shares are sold and their proceeds reflect the adjusted basis.

The estimated amount of characterization from ordinary income to Return of Capital is as follows (per share):

  Return of Capital
US Small Cap Portfolio $0.014
US Large Cap Value Portfolio $0.008
US Large Cap Value Portfolio II $0.002
US Large Cap Value Portfolio III $0.001
LWAS/DFA US High Book-to-Market Portfolio $0.005
Enhanced US Large Company Portfolio $0.004
International Value Portfolio $0.008
International Value Portfolio II $0.002
International Value Portfolio III $0.001
Two-Year Global Fixed Income Portfolio $0.002
Global 25/75 Portfolio Institutional Class $0.027